Lead Details

Overview

Lead Details – Business Report Overview

The Lead Details report in Dafater provides a complete and structured view of all leads captured in the system. It helps sales and marketing teams understand who the potential customers are, how they were acquired, their current status, and how effectively leads are being followed up.

This report is primarily used to track lead quality, monitor sales pipeline health at the early stage, and support better decision-making around sales efforts and marketing investments.

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What Business Information This Report Provides

The Lead Details report shows: - Who your potential customers are
- Where the leads are coming from
- Which sales team members are responsible
- The current stage and quality of each lead
- Contact details needed for follow-up
- How recently the lead was created or updated

It gives management a clear snapshot of lead inflow, ownership, and readiness for conversion.

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When and Why to Use This Report

You should use this report when you want to: - Review new leads generated during a specific period - Monitor follow-up and accountability of sales representatives - Identify high-potential leads worth prioritizing - Analyze which marketing channels are producing better leads - Check stalled or unqualified leads that need action

It is especially useful during: - Weekly sales reviews
- Monthly marketing performance analysis
- Sales pipeline planning
- Lead cleanup or reassignment exercises

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Key Columns and Their Business Meaning

Common columns in the Lead Details report include:

• Lead Name / ID
  Unique reference for each lead, used for tracking and follow-up.

• Lead Name (Person or Organization)
  Identifies the potential customer and helps personalize communication.

• Lead Status
  Shows the current stage of the lead (e.g., Open, Contacted, Qualified, Lost).
  This helps assess pipeline movement and follow-up effectiveness.

• Lead Source
  Indicates where the lead came from (e.g., Website, Referral, Campaign).
  Useful for evaluating marketing channel performance.

• Assigned To / Lead Owner
  Shows which sales representative is responsible for the lead.
  Helps ensure accountability and workload balance.

• Email and Phone Number
  Primary contact details used for sales outreach.

• Company Name
  Important for B2B sales to understand organization-level opportunities.

• Creation Date
  Indicates how new or old the lead is, helping identify overdue follow-ups.

• Qualification Status or Rating (if available)
  Shows how promising the lead is based on predefined criteria.

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Available Filters and Their Business Purpose

The report typically includes filters such as:

• Date Range (Creation Date)
  To analyze leads generated in a specific period.

• Lead Status
  To focus on open, qualified, or lost leads.

• Lead Source
  To assess performance of specific marketing campaigns or channels.

• Lead Owner / Salesperson
  To review individual or team performance.

• Company or Territory (if applicable)
  To analyze leads by region or business segment.

These filters allow managers to quickly narrow down data and answer specific business questions.

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How to Interpret the Results for Business Decisions

• A high number of open but uncontacted leads may indicate follow-up gaps.
• A low conversion from Open to Qualified may suggest poor lead quality or ineffective sales approach.
• Strong performance from a specific lead source supports increased marketing investment there.
• Uneven distribution of leads among sales staff may require reassignment.
• Older leads with no status updates may need re-engagement or closure.

By regularly reviewing this report, businesses can improve response time, increase conversion rates, and optimize sales efforts.

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Common Use Cases and Scenarios

• Sales Managers reviewing daily or weekly lead follow-up activity
• Marketing Teams evaluating campaign effectiveness
• Business Owners tracking overall lead inflow and sales readiness
• Sales Representatives planning daily outreach and prioritizing hot leads
• Operations Teams cleaning up outdated or inactive leads

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Summary

The Lead Details report is a foundational CRM report in Dafater that turns raw lead data into actionable business insights. It supports better lead management, stronger sales discipline, and smarter marketing decisions by giving teams clear visibility into who the leads are, where they come from, and what action is needed next.

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Report Information

• Module: CRM
• Related DocType: Lead
• Report Type: Script Report
• Standard: Yes